Broker Assistant

Insurance Office of America

. Support accounts and meet performance requirements for production, quality, and service .

Posted 9/22/2026full-timeRemote • United StatesJunior💰 $21 - $25 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong analytical and problem-solving skills while providing exceptional customer service in the insurance brokerage industry. Proficient in managing policy transactions and maintaining accurate agency management system data.

Highest-signal resume keywords

Insurance Brokerage KnowledgeCustomer Service ExcellenceAnalytical Problem-Solving SkillsMS Office ProficiencyActive Licensing

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Policy Transactions ManagementData Entry AccuracyNew Business Submission ProcessingRenewal Activities CoordinationLoss Run Acquisition

Soft Skills

Communication SkillsMultitasking AbilityOrganizational SkillsDecision-Making Skills

Tools & Technologies

Epic Agency Management SystemMS Office

Certifications & Qualifications

Active Insurance License

Industry Keywords

Insurance BrokerageClient Needs AssessmentCompliance with USAT GuidelinesSOP DevelopmentPolicy Billing Issues

About the role

Key responsibilities & impact

Support accounts and meet performance requirements for production, quality, and service
Deliver customer service and respond to service requests
Assist in appointing new retail agents and brokers
Manage intake of new business submissions, set up accounts in Epic, qualify submissions, and obtain loss runs
Maintain the new business pipeline spreadsheet with the Broker
Assist with renewals, gather information, send renewal letters, and set up renewal activities
Process new, renewal, and other policy transactions, including midterm changes, audits, cancellations, reinstatements, and Agent of Record changes
Manage USAT email inboxes and log submissions
Provide marketing and administrative support, including policy binders and invoicing
Manage incoming mail, faxes, and correspondence
Maintain accurate and up-to-date agency management system data
Monitor and complete pending Epic activities
Identify and rectify simple policy billing issues and refer complex issues to the Broker
Monitor performance and take corrective actions when required
Ensure compliance with USAT guidelines and SOPs and develop technical and industry knowledge through training

Requirements

What you’ll need

1+ years of industry experience or equivalent education; or 2+ years of related experience in customer service
Thorough knowledge of insurance brokerage and client needs
Required active licensing or ability to obtain
Strong analytical, problem-solving, and decision-making skills
Exceptional customer service, communication, multitasking, and organizational skills
Ability to perform large work volumes with high degree of accuracy
Proficiency in MS Office (Outlook, Word, Excel)
High School Diploma (or equivalent)

Benefits

Comp & perks

Competitive salaries and bonus potential
Company-paid health insurance
Paid holidays, vacations, and sick time
401K with employer match
Employee stock plan participation
Professional growth and career progression opportunities
Respectful culture and work/family life balance
Community service commitment
Supportive teammates and a rewarding work environment